>> let's get with scott wren, hank smith and fusion analytics josh brown. josh, i'll throw it to you first. good to see you again. so, everything's on the line here with earnings, right? >> i don't know if everything's on the line, but to a large extent, whether or not this rally continues into year end is going to be pred predicated on not only the earnings they report this quarter but what they say about q4 because estimates have not come down to the degree this quarter's estimate have. the go forward guidance for management will be key here. >> hank, do you think people are expecting too much out of corporations this earning season? >> oh, no. i think actually the expectations will probably be exceeded, even though i think we'll have negative earnings growth. the fact is, you've had enough preannouncements by industrial heavyweights like caterpillar, federal express, u.p.s., norfolk southern that the expectation is already for negatilecative earn. if we can beat expectations, that will be good for the market. >> scott, how do you see it here? everything'